EQTIX
Price
$15.94
Change
+$0.25 (+1.59%)
Updated
Apr 24 closing price
Net Assets
822.54M
SCCUX
Price
$10.35
Change
+$0.16 (+1.57%)
Updated
Apr 24 closing price
Net Assets
176.55M
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EQTIX vs SCCUX

Header iconEQTIX vs SCCUX Comparison
Open Charts EQTIX vs SCCUXBanner chart's image
Shelton Equity Income Investor
Price$15.94
Change+$0.25 (+1.59%)
VolumeN/A
Net Assets822.54M
Invesco Income Advantage U.S. Fund C
Price$10.35
Change+$0.16 (+1.57%)
VolumeN/A
Net Assets176.55M
EQTIX vs SCCUX Comparison Chart
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EQTIX vs. SCCUX commentary
Apr 25, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EQTIX is a Buy and SCCUX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 823M vs. SCCUX (177M). EQTIX pays higher dividends than SCCUX: EQTIX (9.99) vs SCCUX (5.79). EQTIX was incepted earlier than SCCUX: EQTIX (29 years) vs SCCUX (19 years). SCCUX (1.90) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. SCCUX (54.00). EQTIX (1000) and SCCUX (1000) have matching initial minimum investment requirements. SCCUX annual gain was more profitable for investors over the last year : 5.41 vs. EQTIX (4.09). EQTIX return over 5 years is better than : 44.19 vs. SCCUX (39.63).
EQTIXSCCUXEQTIX / SCCUX
Total Expense Ratio0.671.8836%
Annual Report Gross Expense Ratio0.671.9035%
Fund Existence29 years19 years-
Gain YTD-6.470-4.869133%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets823M177M465%
Annual Yield % from dividends9.995.79173%
Returns for 1 year4.095.4176%
Returns for 3 years19.4019.6499%
Returns for 5 years44.1939.63112%
Returns for 10 years2.2724.949%
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